GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$134M
This Quarter Return
+8.22%
1 Year Return
+11.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.81%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$35.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$13.1M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$13M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$12.1M |
| 5 |
Norfolk Southern
NSC
|
$5.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 6.27% |
| 2 | Energy | 4.19% |
| 3 | Consumer Staples | 3.52% |
| 4 | Technology | 3.09% |
| 5 | Utilities | 2.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Texas Instruments
TXN
$179B
| $349K | 0.34% |
+2,002
| New | +$349K |
|
27
Sherwin-Williams
SHW
$89.7B
| $347K | 0.33% |
+1,000
| New | +$347K |
|
28
Amazon
AMZN
$2.39T
| $347K | 0.33% |
+1,925
| New | +$347K |
|
29
3M
MMM
$81.9B
| $324K | 0.31% |
+3,050
| New | +$324K |
|
30
AT&T
T
$208B
| $294K | 0.28% |
+16,711
| New | +$294K |
|
31
Southside Bancshares
SBSI
$926M
| $288K | 0.28% |
+9,856
| New | +$288K |
|
32
IBM
IBM
$223B
| $286K | 0.28% |
+1,500
| New | +$286K |
|
33
Devon Energy
DVN
$23.1B
| $230K | 0.22% |
+4,590
| New | +$230K |
|
34
Vanguard Energy ETF
VDE
$7.41B
| $228K | 0.22% |
+1,728
| New | +$228K |
|
35
Bank of America
BAC
$372B
| $202K | 0.19% |
+5,320
| New | +$202K |
|